Hello, My name is Roberto and I'm a Microsoft Money user...
Derek Atkins
warlord at MIT.EDU
Mon May 17 14:21:10 EDT 2004
Please be sure to CC gnucash-user on all replies....
More replies inline.
Roberto Leibman <roberto at leibman.net> writes:
> Derek Atkins wrote:
>
>>Hi,
>>
>>Roberto Leibman <roberto at leibman.net> writes:
>>
>>
>>
>>>So, for the nth time in I don't know how long, I'm going to try
>>>converting to gnucash. This time I'm not going to try converting every
>>>single account (open and closed) that I've accumulated, in fact, I've
>>>decided to just stick with the accounts I have open and those only for
>>>the past three months or so, and actually, I'm not even exporting them
>>> From Money but will try to recreate them from the bank's QIF.
>>>
>>
>>I'd still recommend you import your data from Money.... But it's
>>of course up to you.
>>
>>
> There's a reason I'm skipping that. I have 20 or more accounts in
> Money of different types, the interconnections between them are huge
> and some pertain to accounts I close years ago. Last time I tried I
> could only export/import one account at a time. It didn't quite work
> and I figured it is not worth as much trouble as it was taking
> me. Maybe I'll do a few of the simpler ones (accounts I only opened
> for a year or so to go through a construction loan or similar things).
Some programs allow you to export the whole data file as a single QIF
file. I thought money was one of them. Am I incorrect?
>>> As you can
>>>imagine I have lots of questions, not only about how to do particular
>>>things, but as to good general strategies that other users may be
>>>following. So here's a first round, some of these are just "nice to
>>>have":
>>>
>>>
>>
>>I'll answer whatever I can...
>>
>>
>>
>>>1) Printing. In Money, when I enter a check transaction I have the
>>> option to choose 'Print' for check number, checks therefore queue
>>> to be printed. I use checks that come 3 to a sheet, and it is very
>>> convenient to just enter them all, then print them all, then sign
>>> them all then stuff all of the envelopes. What is the equivalent
>>> strategy in gnucash? Is there a way to print more than one check at
>>> a time? I could see a way to print a single check, and of choosing
>>> which of the three vouchers to use, but I'd hate to have to reload
>>> the same page three times unecessarily.
>>>
>>>
>>
>>Right now GnuCash can only print one check at a time. It cannot queue
>>checks to be printed. It CAN print multiple checks on a single page,
>>but you need to print them one at a time (meaning the paper needs to
>>go through the printer three times).
>>
>>See bug# 86636.
>>
>>
> Thanks, I'll add my email to the CC for that and the other bugs you
> mention.
A good idea.. Not that there's any telling when these bugs will be
closed out, but... One can always hope. :)
>>>2) Importing. My bank (BofA) gives me the option to download to
>>> Quicken Web Connect, Money Active Statement (ofx), 2 digit QIF or 4
>>> digit QIF. Which is the prefered method for Gnucash?
>>>
>>>
>>
>>Any but the first should be fine. I'd recommend OFX, then 4-digit
>>QIF. GnuCash does not yet support Direct Connect (because libofx does
>>not yet support it). Once libofx supports it, integrating into
>>Gnucash should be relatively easy.
>>
>>
>>
>>>3) Forecast. In MSMoney, I can take a look at a nice graph that shows
>>> (given all scheduled transactions) the curve of available moneys in
>>> a timeframe. This is very convenient to maximize my interest and
>>> makes my daily averages look better, it helps me choose the best
>>> time to send particular payments. Is there something similar in
>>> gnucash?
>>>
>>>
>>
>>Nope. Bug #87538.
>>
>>
>>
>>>4) MSMoney lets me automatically download my American Express
>>> transactions. Though I can log into the website and download the
>>> transactions manually, it's nice that it does it automatically.
>>>
>>>
>>
>>This is the same as #2. It requires Direct Connect.
>>
>>
>>
>>>Has anyone perchance written a how-to for us poor MSMoney or Quicken
>>>users? How to get through the shock?
>>>
>>>
>>
>>Nope. Care to donate one?
>>
>>
> I'll keep notes: if at some point I find I have enough to make into a
> how-to I'll gladly donate it. Does anyone have notes or ideas to add?
Thanks. There is also the Wiki/FAQ as a good place to start your
notes. :)
> Roberto.
>
> P.S. I did try earlier to run MSMoney through wine. I was not
> successful, and I'm not sure I'd trust it with my numbers if it
> was. Reports of earlier MSMoney versions running with earlier Wine's
> mention crippled functionality. I'd rather just bite the bullet.
Yep.
>>>Thanks a lot for your patience and time.
>>>
>>>Roberto Leibman
>>>
>>>
>>
>>-derek
-derek
--
Derek Atkins, SB '93 MIT EE, SM '95 MIT Media Laboratory
Member, MIT Student Information Processing Board (SIPB)
URL: http://web.mit.edu/warlord/ PP-ASEL-IA N1NWH
warlord at MIT.EDU PGP key available
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